MCF Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $177K | Buy |
1,157
+328
| +40% | +$50.3K | 0.01% | 413 |
|
|
2025
Q4 | $114K | Buy |
829
+565
| +214% | +$74K | 0.01% | 385 |
|
|
2025
Q3 | $33.9K | Hold |
264
| – | – | ﹤0.01% | 484 |
|
|
2025
Q2 | $31.9K | Buy |
264
+105
| +66% | +$11.8K | ﹤0.01% | 477 |
|
|
2025
Q1 | $17.9K | Buy |
159
+44
| +38% | +$4.68K | ﹤0.01% | 570 |
|
|
2024
Q4 | $11.2K | Hold |
115
| – | – | ﹤0.01% | 641 |
|
|
2024
Q3 | $13.2K | Hold |
115
| – | – | ﹤0.01% | 611 |
|
|
2024
Q2 | $12.2K | Hold |
115
| – | – | ﹤0.01% | 612 |
|
|
2024
Q1 | $11.3K | Hold |
115
| – | – | ﹤0.01% | 609 |
|
|
2023
Q4 | $11.6K | Hold |
115
| – | – | ﹤0.01% | 582 |
|
|
2023
Q3 | $11.7K | Hold |
115
| – | – | ﹤0.01% | 557 |
|
|
2023
Q2 | $11.6K | Hold |
115
| – | – | ﹤0.01% | 546 |
|
|
2023
Q1 | $10.6K | Hold |
115
| – | – | ﹤0.01% | 564 |
|
|
2022
Q4 | $10.4K | Sell |
115
-30
| -21% | -$2.53K | ﹤0.01% | 527 |
|
|
2022
Q3 | $11K | Sell |
145
-1,463
| -91% | -$121K | ﹤0.01% | 544 |
|
|
2022
Q2 | $136K | Hold |
1,608
| – | – | 0.01% | 222 |
|
|
2022
Q1 | $141K | Buy |
+1,608
| New | +$139K | 0.01% | 227 |
|
|
2021
Q4 | – | Sell |
-81
| Closed | -$7K | – | 473 |
|
|
2021
Q3 | $7K | Hold |
81
| – | – | ﹤0.01% | 497 |
|
|
2021
Q2 | $7K | Sell |
81
-120
| -60% | -$10.7K | ﹤0.01% | 473 |
|
|
2021
Q1 | $17K | Buy |
+201
| New | +$18K | ﹤0.01% | 386 |
|
|
2020
Q3 | – | Sell |
-20
| Closed | -$2K | – | 491 |
|
|
2020
Q2 | $2K | Buy |
+20
| New | +$1.73K | ﹤0.01% | 441 |
|
|
2016
Q3 | – | Sell |
-30
| Closed | -$2K | – | 505 |
|
|
2016
Q2 | $2K | Sell |
30
-250
| -89% | -$17.3K | ﹤0.01% | 480 |
|
|
2016
Q1 | $18K | Hold |
280
| – | – | ﹤0.01% | 276 |
|
|
2015
Q4 | $22K | Buy |
280
+26
| +10% | +$2.06K | 0.01% | 262 |
|
|
2015
Q3 | $21K | Hold |
254
| – | – | 0.01% | 249 |
|
|
2015
Q2 | $22K | Hold |
254
| – | – | 0.01% | 249 |
|
|
2015
Q1 | $22K | Hold |
254
| – | – | 0.01% | 250 |
|
|
2014
Q4 | $21K | Hold |
254
| – | – | 0.01% | 243 |
|
|
2014
Q3 | $19K | Hold |
254
| – | – | 0.01% | 253 |
|
|
2014
Q2 | $19K | Hold |
254
| – | – | 0.01% | 247 |
|
|
2014
Q1 | $19K | Buy |
+254
| New | +$18.5K | 0.01% | 256 |
|
|
2013
Q4 | – | Sell |
-835
| Closed | -$64K | – | 417 |
|
|
2013
Q3 | $64K | Buy |
835
+37
| +5% | +$2.45K | 0.04% | 155 |
|
|
2013
Q2 | $61K | Buy |
+798
| New | +$51.9K | 0.04% | 146 |
|
Other funds holding NVS
